Creating Simple-Series Charts

    In this tutorial, you will learn how to create a simple-series chart visualization using a sample spreadsheet.

    areachart all

    Area Chart

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    Bar Chart

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    Circular/Radial Chart

    columnchart all

    Column Chart

    doughnutchart all

    Doughnut Chart

    funnelchart all

    Funnel Chart

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    Line Chart

    piechart all

    Pie Chart

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    Spline with Area Chart

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    Spline Chart

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    Step Area Chart

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    Step Line Chart

    chartquarticfit all

    Chart with Quartic Fit Trendline

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    Chart with Bounds

    chartlogarithmicaxis all

    Chart with Logarithmic Axis Configuration

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    Doughnut Chart with 270° Start Position

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    Doughnut Chart with Value and Percentage slice labels

    Access the links below for the Simple chart view walkthroughs:

    Key Concepts

    When working with charts, you can add extra information on top of the data you want to display. This comes in the form of:

    • Chart Trendlines, which will display as lines across your chart. These are particularly useful when you want to display the relationship between your variables or the overall direction your information is taking. There are several algorithms, also known as regressions, which you can apply to your charts; you can select them within the Chart Trendline dropdown.

    • Axis Configuration: the axis configuration lets you configure the minimum and maximum values for your charts. The minimum value is set to 0 by default and the maximum calculated automatically depending on your values.

      • Logarithmic Axis Configuration: if you check the "Logarithmic" checkbox, the scale for your values will be calculated with a non-linear scale which takes magnitude into account instead of the usual linear scale.
    • Start Position: for Doughnut and Pie charts, you can configure the start position for the chart to rotate the slices and change the order in which your data is presented.

    • Slice Labels: for Doughnut, Funnel, and Pie Charts, you can change the slice labels to display values, percentages, or both at the same time.

    Sample Data Source

    For this tutorial, you will use the "Simple Series Charts" sheet in the Analytics Tutorials Spreadsheet.

    Note

    Excel files as local files are not supported in this release. In order to follow these tutorials, make sure you upload the file to one of the supported cloud services or add it as a Web Resource.

    Creating your Chart

    1. Create a Dashboard Tutorials-Create-New-Dashboard In the dashboard viewer, select the + button in the top right-hand corner of the "My Dashboards" screen. Then, select "Dashboard" from the dropdown.
    2. Configure your Data Source Tutorials-Select-Data-Source In the New Visualization window, select the + button in the bottom right corner and select your data source.
    3. Select the Tutorials Spreadsheet Tutorials-Select-Simple-Series-Charts-Spreadshee Once the data source is configured, select the Analytics Tutorials Spreadsheet. Then, choose the "Simple Series Charts" sheet.
    4. Open the Visualizations Menu Tutorials-Select-Change-Visualization Select the grid icon in the top bar of the Visualizations Editor.
    5. Select your Visualization Tutorials-Charts-Select-Visualization By default, the visualization type will be set to "Grid". Select any of the chart visualizations.
    6. Organize your Data Tutorials-Charts-Organizing-Data The charts in the table above, for example, display the population for a select list of countries. Drag and drop the "Country Name" field to "Label" and the "Population" field into "Values".

    Changing your Chart Type

    The tutorial above outlines how to create any chart. If you need to choose a different type, more fitted to your needs, go through the following procedure:

    1. Open the Visualizations Menu Tutorials-Select-Change-Visualization Select the grid icon in the top bar of the Visualizations Editor.
    2. Select your Visualization Tutorials-Charts-Select-Visualization Select the type of chart you need. This section has a preview of every chart type at the top.

    Adding a Trendline to your Chart

    You can add a chart trendline to display the relationship between your chart variables, or to display the overall direction of your information. In order to do this:

    1. Change Settings Tutorials-Navigate-Settings Go to the Settings section of the Visualization Editor.
    2. Access the Chart Trendlines Tutorials-Expand-Trendlines Expand the Chart Trendline dropdown by selecting the down arrow.
    3. Select a Chart trendline Select-Predefined-Trendline Select one of Analytics's predefined trendlines.

    Changing your Axis Configuration

    Similarly to the Gauge bands, the chart axis configuration allows you to set the lowest and highest values in your chart. You can use this feature to include or exclude specific data.

    1. Change Settings Tutorials-Navigate-Settings Go to the Settings section of the Visualization Editor.
    2. Access the Axis Bounds section Tutorials-Axis-Bounds Navigate to Axis Bounds.
    3. Change the Default selection Tutorials-Change-Default-Selection Depending on whether you want to set the minimum or maximum value (or both), enter the value you want the chart to start or end with.

    Setting your Axis Configuration as Logarithmic

    1. Change Settings Tutorials-Navigate-Settings Go to the Settings section of the Visualization Editor.
    2. Access the Axis option Tutorials-Axis-Bounds Expand the Axis dropdown by selecting the down arrow.
    3. Select an Axis Configuration type Tutorials-Charts-Logarithmic Select "Logarithmic".

    Changing the Start Position for Doughnut and Pie Charts

    1. Change Settings Tutorials-Navigate-Settings Go to the Settings section of the Visualization Editor.
    2. Access the Start Position section Tutorials-Start-Position Expand the Start Position dropdown by selecting the down arrow.
    3. Select one of the Start Position options. Tutorials-Select-Start-Position Select one of Analytics's predefined start positions for your chart (0°, 90°, 180° or 270°).

    Changing the Slice Labels for Doughnut, Funnel, and Pie Charts

    1. Change Settings Tutorials-Navigate-Settings Go to the Settings section of the Visualization Editor.
    2. Access the Slice Label section Tutorials-Slice-Label Expand the Slice Labels dropdown by selecting the down arrow.
    3. Select one of the Slice Label options. Tutorials-Select-Slice-Label Select one of Analytics's predefined labeling options ("Percentage", "Value", or "Value and Percentage").